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Helen B
CFP®, Series 63, Series 66
Santee, SC
Edward Jones
Helen Bennett is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. She holds Series 63 and Series 66 licenses and is based in Santee, SC. Outside of her advisory role, she is the president of a retail business, Santee Custom Ink & Embroidery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
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